Donald M. Safstrom,  CFP<sup>&reg;</sup> - Financial Advisor

Donald M. Safstrom, CFP®

Safstrom & Company

1325 4th Avenue, Ste 1530
Seattle, WA 98101
(206) 622-6456


Donald Safstrom is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Safstrom & Company in Seattle, WA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65

Designations & Certifications

  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)
  • Other -

Insurance Licenses

  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation


Broker-Dealer Disclaimer

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Business Taxes, Corporate Finance, Estate Planning, Investment Management, Mutual Funds, Real Estate, Retirement, Stocks & Bonds, Startup, Succession Planning, Sudden Wealth, Personal Taxes


Helpful Financial Planning Resources